Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (QDEF)

87 + Investors. Track Smart Money conviction in QDEF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — QDEF

Based on 87 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QDEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
87 funds currently hold this stock — 92% of the 3.0-year high of 95 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding QDEF is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

37 buying39 selling
Last quarter: 39 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 9 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 20% medium ■ 13% new
59 out of 87 hedge funds have held QDEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

13 → 6 → 9 → 7 → 4 new funds/Q
New funds entering each quarter: 6 → 9 → 7 → 4. QDEF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 8% 1-2yr ■ 22% new
Of 87 current holders: 61 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds
19 of 87 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in QDEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — QDEF

In 2026 Q1, 37 hedge funds were net buyers of QDEF (4 opened a new position, 33 added to an existing one), while 39 reduced or exited (27 trimmed, 12 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 84% of total institutional value in QDEF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 87.

Hedge Fund Ownership: QDEF

How many hedge funds hold QDEF — quarterly history vs. share price
Quarterly hedge fund ownership of QDEF vs. share price

Market Analysis: QDEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QDEF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy FLEXSHARES TR (QDEF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QDEF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 70d ago
QDEF
+8.7%
SPY
+13.7%

QDEF outperformed SPY by -5.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 25d ago
QDEF
+-0.0%
SPY
+0.0%

Since the filing became public, QDEF outperformed SPY by +-0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: QDEF
87 + Investors

Track Smart Money conviction in QDEF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 87 95 -8.42%
13F Shares 5M 5M 0.91%
Total Value $380M $384M -0.93%
New Positions 4 7 -3
Increased Positions 33 33 -
Closed Positions 12 7 +5
Reduced Positions 27 29 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QDEF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

87 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QDEF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of QDEF — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RIK SAYLOR FINANCIAL, INC. 1.16% 19,199 $1.5M
2 Anson Capital, Inc. 0.99% 18,047 $1.4M
3 Sloy Dahl & Holst, LLC 0.79% 72,178 $5.8M
4 REDW Wealth LLC 0.51% 16,018 $1.3M
5 RVW Wealth, LLC 0.50% 80,662 $6.4M
6 PACIFIC SUN FINANCIAL CORP 0.49% 12,633 $1.0M
7 WT Wealth Management 0.47% 19,734 $1.6M
8 Kaydan Wealth Management, Inc. 0.31% 11,528 $920K
9 White Knight Strategic Wealth Advisors, LLC 0.29% 4,238 $338K
10 L & S Advisors Inc 0.25% 24,513 $2.0M
11 BEAM WEALTH ADVISORS, INC. 0.23% 11,603 $926K
12 Cedar Wealth Management, LLC 0.22% 9,576 $764K
13 Texas Capital Bank Wealth Management Services Inc 0.16% 34,061 $2.7M
14 CAMBIENT FAMILY OFFICE, LLC 0.13% 11,612 $927K
15 Herold Advisors, Inc. 0.13% 7,374 $589K
16 Red Tortoise LLC 0.13% 3,779 $302K
17 WEST BANCORPORATION INC 0.11% 2,664 $213K
18 ROBERTS GLORE & CO INC /IL/ 0.08% 3,500 $279K
19 Grove Bank & Trust 0.07% 7,368 $588K
20 COURIER CAPITAL LLC 0.06% 13,071 $1.0M
21 Investors Research Corp 0.05% 3,229 $258K
22 MONECO ADVISORS, LLC 0.04% 6,999 $559K
23 Ledyard National Bank 0.04% 5,503 $439K
24 SIMON QUICK ADVISORS, LLC 0.04% 9,871 $788K
25 NAPLES GLOBAL ADVISORS, LLC 0.03% 5,904 $471K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FLEXSHARES TR (QDEF)

What does the Smart Money Trend signal show for QDEF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QDEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QDEF?

More sellers than buyers — 49% buying: Last quarter: 39 funds reduced or exited vs 37 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for QDEF holders?

Elite ownership — 84% AUM from top-100 funds: 19 of 87 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in QDEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held QDEF?

68% of holders stayed for 2+ years: 59 out of 87 hedge funds have held QDEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy FLEXSHARES TR (QDEF) following the 2026 Q1 hedge fund 13F filings?

As of today, QDEF has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +-0.0%. Since the quarter end (March 31, 2026), QDEF has gained +8.7% vs +13.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →